Homrich & Berg’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$3.63M Buy
36,890
+655
+2% +$64.5K 0.08% 99
2021
Q2
$3.57M Buy
36,235
+3,728
+11% +$367K 0.08% 100
2021
Q1
$2.95M Buy
32,507
+18,237
+128% +$1.66M 0.08% 103
2020
Q4
$1.23M Buy
14,270
+11,609
+436% +$999K 0.03% 180
2020
Q3
$203K Buy
+2,661
New +$203K 0.01% 319